Jocelyn Schwartz, JD, LLM, CFP®Managing Director, Relationship Manager
As a trusted advisor Jocelyn oversees the delivery of investment and family office services to a growing group of multi-generational families, including developing, implementing, and monitoring long-term financial plans, focused on asset allocation, portfolio management, and tax and estate planning, that meet clients’ short-term and long-term objectives. In addition to interacting regularly with clients, she collaborates with members of Pitcairn’s Tax, Investments, Planning, Trust Administration, and Operations teams to design and implement appropriate investment strategies and financial, insurance, and estate plans. Jocelyn brings an impressive professional skillset that includes complex estate and multi-generational planning for ultra-high-net-worth individuals and families.
Jocelyn has over 20 years of experience in the wealth management and financial planning industry. Before joining Pitcairn, Jocelyn was a Principal and Senior Advisor with Wescott Financial Advisory Group, LLC. in Philadelphia. In this role, she focused on the management and new development of client relationships and provided leadership to multiple advisory teams to fulfill and exceed expectations in the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations, and implementation. Before working at Wescott, she also held the position of Director of Private Client Group at SCS Financial in Boston, MA and Senior Financial Planning Advisor at Pillar Financial Advisors in Waltham, MA.
Within the professional community, Jocelyn is a proud member of 100 Women in Finance, a global organization committed to gender equity in finance through the promotion of diversity, raising visibility and empowering women to find their personal path to success.
With her Juris Doctorate (J.D.) and LL.M. in taxation she brings a unique, beneficial perspective to her clients’ intricate planning needs with her legal acumen. In addition, she holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) and has an NASAA Series 65 License. Jocelyn is also a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the Philadelphia Estate Planning Counsel.